On the Circuit
Three Crowns Marketing
Welcome to On the Circuit with Three Crowns Marketing's CEO and Founder, Johnny Sandquist, and Director of Digital Media, Brodrick Lothringer. This is a podcast where conversation sparks innovation.
Episodes
45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of EntrustodyJanuary 09, 2024
44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy GroupJanuary 02, 2024
43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto InvestmentsDecember 19, 2023
42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of UnitifiDecember 14, 2023
41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora FinanceDecember 12, 2023
40. Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson WealthDecember 07, 2023
39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate PlansDecember 05, 2023
38. Hiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital PartnersNovember 30, 2023
37. Conversations that Lead to Conversions and Effective Marketing Tactics for Advisors, with Lara Galloway of White GloveNovember 28, 2023
36. Changing the Consulting Game and Building on Data, with Doug Fritz of F2 StrategyNovember 21, 2023
35. The Power of Industry Conferences and Professional Organizations, with Nate Hudson of Avior Wealth ManagementNovember 16, 2023
34. Holding Generational and Gendered Conversations and Retaining Diverse Voices, with Julie Johnson of XY CommunicationNovember 14, 2023
33. Tackling Industry Trends and Taking a Holistic Approach, with Marlena Lee of Dimensional Fund AdvisorsNovember 09, 2023
32. Bridging the Communication Gap and Reaching Next-Gen Clients, with Tom Fields of FynancialNovember 07, 2023
31. Rebranding Riskalyze to Nitrogen and the Future of Tech Stacks, with Tricia Rothschild of NitrogenOctober 31, 2023
30. John O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in FintechAugust 16, 2023
29. Angie Herbers on Organic Growth for Financial Planners in a post-COVID WorldAugust 09, 2023
28. Philipp Hecker on Mastering Actionable Advice for Client EngagementAugust 02, 2023
27. Diana Cabrices on the Art of Unique Positioning and Fractional EvangelismJuly 26, 2023
26. Expert Advice from Ryan Marcus: The Benefits and Risks of IndependenceJuly 19, 2023
25. Liang Zhao on Amplifying Awareness and Engagement in a Competitive MarketJuly 13, 2023
24. Aaron Klein on the Genesis of Nitrogen and the Power of Growth PlatformsJuly 05, 2023
23. Sheryl O’Connor on Empowering Clients through Secure Financial PlanningJune 28, 2023
22. Dr. Mary Bell Carlson and Jonathan Walker on the Intersection of Technology and Humanity in Financial PlanningJune 21, 2023
21. Susan Bradley and Sarah Newcomb on Creating Purposeful Lives Through Personalized Financial PlanningJune 14, 2023